Record communication notes
Jot down some notes about any type of communication you may have with a patient!
Emily avatar
Written by Emily
Updated over a week ago

If you have a phone call with a patient (or any other sort of conversation, really), it might be handy to have a record of what that conversation was about! ✍️

We'll walk you through how to record communications between yourself and a patient.

☝️Note: This function is available to any user role that can see communications—receptionist, practitioner, power receptionist, and administrator.

Record communications with patients

☝️Note: This will not send anything out to your patients. It's purely an internal tool for recording important details!

Find the patient you spoke with. In their details page, click Communications:

On the next page, click the Add communication button:

You'll be able to select the type of communication (SMS, email, phone call, or other), the direction (sent or received), and who was involved:

If it's a private conversation, you can make it confidential (note that currently, only practitioners and administrators can make things confidential, and confidential information will only be visible to practitioners and administrators):

When you're all finished, click the Create communication button. It will show up as a memo in the communcations log:

If you need to review the content, just click the date and you'll be able to see the relevant details:

And that's all there is to it! 🙌Now you can easily keep track of any conversations, emails, phone calls, and even text messages with your patients. 📲

Need to pull up a record of something specific? The communications log will help with this! 💬

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